Institutional Ownership Putnam Master Intermediate Income Trust (PIM)
This table provides information about the institutional ownership of Putnam Master Intermediate Income Trust (PIM). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 27.8 Million shares, which have been reported (via 13F filing form) to have a value of $92.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
47,072
shares
|
$156,749
0.73% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
43,280
shares
|
$144,122
0.0% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
41,449
shares
|
$138,025
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
33,120
shares
|
$110,289
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
25,369
shares
|
$84,478
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
21,793
shares
|
$72,570
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
21,540
shares
|
$71,728
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
20,245
shares
|
$67,415
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
20,181
shares
|
$67,202
0.0% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
16,969
shares
|
$56,506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
16,700
shares
|
$55,611
0.02% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,674
shares
|
$55,524
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
16,428
shares
|
$54,705
0.0% of portfolio
|
Q2 2025
Reduced 56.16%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
14,300
shares
|
$47,619
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
14,000
shares
|
$46,620
0.0% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
12,815
shares
|
$42,673
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,988
shares
|
$39,920
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
11,000
shares
|
$36,630
0.0% of portfolio
|
Q1 2019
Reduced 21.43%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
10,620
shares
|
$35,364
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
10,531
shares
|
$35,068
0.0% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
10,507
shares
|
$34,988
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
10,500
shares
|
$34,965
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
10,000
shares
|
$33,300
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
9,500
shares
|
$31,635
0.01% of portfolio
|
Q1 2024
Reduced 20.05%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
9,200
shares
|
$30,636
0.0% of portfolio
|
Q3 2024
New holding
|